30.33 - Banner Training
Last updated January 17, 2006
A. General. The Banner database consists of the following modules: Alumni, Finance, Financial Aid, Human Resources, and Student. These databases contain university confidential and sensitive information. Banner module access is granted on a need-to-know basis and is limited to staff, faculty, and temporary help employees (See A-4 for exceptions). Module access will be activated after employees have attended requisite training.
A-1. Training Modules. Training in the Banner modules are identified as follows with responsible training departments:
- Navigation (general) – Human Resource Development (HRD)
- Alumni – Advancement Services
- Finance – Business Systems and Accounting Services (BSAS) [ed. 7-10]
- Human Resources – Human Resources (HR)
- Student Financial Aid -- Student Financial Aid Office (SFA)
- Student Module – Registrar’s Office
A-2. Board Appointed Faculty and Staff. Board Appointed UI employees may receive Banner training if their supervisors deem it necessary for them to have access for job related responsibilities. Board Appointed employees may register for Banner training at the following UI web site:
A-3. Temporary Help Employee Access to Banner Training. Temporary UI employees (IH, IH-PERSI (IP), and student employees) may receive Banner training if their supervisors deem it necessary for them to have access for job related responsibilities. Supervisors must formally sponsor the employee for a specified period of time no longer than one year. Sponsors will receive communication, generally via email, to renew any ongoing temporary employee sponsorships not explicitly terminated. Supervisors must be Board Appointed employees and must register temporary help employees for Banner training.
[Note: Secretarial Technical Assistant Resources (STAR) identified individuals, but not yet employed, are not eligible for Banner training.]
A-4. Non-University Personnel. Unpaid interns working for UI departments and non-university personnel who must interact with UI on programs of mutual interest (e.g., INRA, ISU, NIC, WSU, etc.) must follow the following process to obtain access to Banner and Banner training:
The potential Banner user must either already be affiliated with the university or be a current or past student or employee of the UI (the person must already have a Vnumber in Banner), or contact Human Resources to fill out a Supplemental Data Form.
The sponsoring department must complete an Electronic Personnel Action Form (EPAF) to request affiliation of a potential Banner user with their department.
The sponsoring department is strongly encouraged to have the affiliate sign a departmental confidentiality agreement. If the sponsoring department does not have such an agreement, they should contact Human Resource Development to obtain a generic agreement.
A sponsor within the department must be identified and register the individual for Banner training.
The sponsoring department is responsible for creating a termination EPAF to end the affiliation as soon as the individual is no longer affiliated with the department.
B. Lapse in Banner Use. Individual who have received Banner training, but experience a six-month or greater lapse in Banner use, are required to re-take training to ensure proficiency, regardless of their employment classification.
C. Information. Any questions or concerns may be addressed to Human Resources, University of Idaho, 415 W 6th Street, Moscow, ID 83844-4332; telephone (208) 885-9160; or Fax (208) 885-3602; or HR Email. [ed. 1-06]